There have been two significant updates: AVNW reported Q4FY14 earnings and its largest customer, MTN Group, reported its fiscal Q2 earnings.
- AVNW's Q4 earnings showed sequential revenue improvement and taken together with its public competitors... login to read the rest
My sense from doing a lot of work on both public and private competitors is that AVNW has significant costs it can still cut from its overhead and R&D.
In short, I think quarterly opex can... login to read the rest
Curious if the author has a view on Kissner involvement increasing? Any read-through on what's going on here? Some promotional commentary in the release.
Shares have rallied and now trade around net-net range. In terms of... login to read the rest
EV is calculated as 61M shares outstanding X $1.10 share px = $67M equity mkt cap + debt $6.0M - cash $47.5M - 1/2 of cash prepayment on Singapore tax audit (we estimate $7M of... login to read the rest
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